Avalon Investment & Advisory - ISHARES GOLD TR ownership

ISHARES GOLD TR's ticker is IAU and the CUSIP is 464285204. A total of 1,000 filers reported holding ISHARES GOLD TR in Q1 2023. The put-call ratio across all filers is 0.03 and the average weighting 0.9%.

Quarter-by-quarter ownership
Avalon Investment & Advisory ownership history of ISHARES GOLD TR
ValueSharesWeighting
Q1 2023$1,057,048
+107982.6%
28,2860.0%0.03%
+3.6%
Q4 2022$978
-99.9%
28,286
+1.5%
0.03%
+3.7%
Q3 2022$879,000
-8.1%
27,8780.0%0.03%0.0%
Q2 2022$956,000
-6.9%
27,8780.0%0.03%
+8.0%
Q1 2022$1,027,000
+5.8%
27,878
-0.0%
0.02%
+4.2%
Q4 2021$971,000
+3.2%
27,883
-1.0%
0.02%
+9.1%
Q3 2021$941,000
+0.1%
28,168
+1.0%
0.02%
+4.8%
Q2 2021$940,00027,8830.02%
Other shareholders
ISHARES GOLD TR shareholders Q1 2023
NameSharesValueWeighting ↓
VCU Investment Management Co 792,658$27,418,040100.00%
Packer & Co Ltd 4,685,100$162,05856.38%
MOON CAPITAL MANAGEMENT LP 1,559,604$53,946,70236.81%
Sagil Capital LLP 620,000$21,44617.70%
Mader & Shannon Wealth Management, Inc. 614,720$21,263,00014.07%
CARL STUART INVESTMENT ADVISOR, INC 439,440$15,200,23014.05%
Proficio Capital Partners LLC 2,183,695$71,735,59113.58%
Sowa Financial Group, Inc. 509,495$17,62313.16%
Mizuho Bank, Ltd. 2,000,000$69,180,00010.58%
EPIQ Capital Group, LLC 547,170$18,926,61010.32%
View complete list of ISHARES GOLD TR shareholders